The Millbrook Mortgage Fund raises money direct from investors secured by first mortgages over property.

Returns of 6.5% - 10% p.a.

 

The Millbrook Mortgage Fund offers you the choice of investing in our:

Specific Option of an individual mortgage, paying you a fixed rate of return for a fixed term based on the loan invested in.

Pooled Option which, as the name suggests, is backed by a pool of diverse mortgages. Your return is variable in line with the return of the pool and your initial interest rate is guaranteed for the first 12 months following investment. There is no fixed term and you can redeem your investment subject to 90 days written advice to us and the Fund having sufficient liquidity.

To invest in the Millbrook Mortgage Fund, you need to download a Product Disclosure Statement (see below) and complete the enclosed application form.

 

 

DOWNLOAD
Product Disclosure Statement
and Application

 

DOWNLOAD
ASIC Benchmark Statement

 

DOWNLOAD
Millbrook Mortgage Management
Audited Financials

 

 CURRENT MORTGAGE FUND OPPORTUNITIES

Millbrook Mortgage Fund offers conservative first mortgage investments
to astute investors returning 7%- 10%

Examples of recent Millbrook First Mortgage investments .

Burwood, VIC 3125

Fully Allocated
Type
Term
Amount
Yield (LVR)
Redidential
6 Months
$1,260,000
7.0% (60.0%)

Read more

Ringwood, VIC 3134

Fully Allocated
Type
Term
Amount
Yield (LVR)
Residential
12 months
$165,000
7.0% (19.4%)

Read more

Essendon, VIC 3040

Fully Allocated
Type
Term
Amount
Yield (LVR)
Residential
12 Months
$650,000
7.0% (56.5%)

Read more

 

Hawthorn East, VIC 3123

Fully Allocated
Type
Term
Amount
Yield (LVR)
Residential
12 Months
$210,000
7.0% (57.5%)

Read more

Camberwell, VIC 3124

Fully Allocated
Type
Term
Amount
Yield (LVR)
Residential
12 months
$960,000
7.0% (65.1%)

Read more

Richmond, VIC 3121

Fully Allocated
Type
Term
Amount
Yield (LVR)

.
Vacant Commercial
12 months
$300,000
7.0% (42.3%)
.

Read more

PAST FUND PORTFOLIO

Brunswick WEST, VIC

Rate of return:

1st mortgage: 8.5% p.a.

2nd mortgage: 12.75% p.a.

Mortgage: 1st & 2nd mortgage

Total loan amount: $1,460,000

Term: 12 Months

Maturity: August 2018

GREENVALE, VIC

Rate of return:

1st mortgage: 8.5% p.a.

2nd mortgage: 11.5% p.a.

Mortgage: 1st & 2nd mortgage

Total loan amount: $9,500,000

Term: 8 Months

Maturity: June 2018

OAKLEIGH SOUTH, VIC

Rate of return: 

1st Mortgage: 9.00% p.a.

2nd Mortgage: 13.75% p.a.

Total loan amount: $1,525,000

Term: 12 months

Maturity: March 2019

BOX HILL NORTH, VIC

Rate of return: 

1st Mortgage: 9.00% p.a.

2nd Mortgage: 13.75% p.a.

Total loan amount: $1,900,000

Term: 12 months

Maturity: April 2019

CLAYTON, VIC

Rate of return:

1st mortgage: 8.0% p.a.

2nd mortgage: 13.5% p.a.

Mortgage: 1st & 2nd mortgage

Total loan amount: $1,920,000

Term: 12 Months

Maturity: May 2019

NUNDAH, QLD

Rate of return: 

2nd Mortgage: 18.00% p.a.

Mortgage: 1st Mortgage

Total loan amount: $1,450,000

Term: 12 months

Maturity: June 2019

ELWOOD, VIC

Rate of return: 15% p.a.

Mortgage: 2nd mortgage

Total loan amount: $1,020,000

Term: 6 Months

Maturity: April 2019

WOLLERT, VIC

Rate of return: 10% p.a.

Mortgage: 2nd mortgage

Total loan amount: $2,300,000

Term: 12 Months

Maturity: January 2020

CHIRNSIDE PARK, VIC

Rate of return:
2nd mortgage: 14.0% p.a.

Mortgage: 2nd mortgage

Total loan amount: $410,000

Term: 7 months

Maturity: September 2017

ALEXANDRIA, NSW

Rate of return:
2nd mortgage: 16.5% p.a.

Mortgage: 2nd mortgage

Total loan amount: $3,500,000

Term: 12 Months

Maturity: December 2018

oakleigh300x300

OAKLEIGH, VIC

Rate of return: 14.0% p.a.

Mortgage: 2nd mortgage

Total loan amount: $1,150,000

Term: 12 months

Maturity: March 2017

Secura Sunbury mortgage investment

SUNBURY, VIC

Rate of return: 10.0% p.a.

Mortgage: 1st mortgage

Total loan amount: $620,000

Term: 12 months

Maturity: May 2017

 

WARRIGUL, VIC

Rate of return: 

1st Mortgage: 10.00% p.a.

Mortgage: 1st Mortgage

Total loan amount: $3,275,000

Term: 8 months

Maturity: October 2017

GOSNELLSL, WA

Rate of return: 8.75% p.a.

Mortgage: 1st Mortgage

Total loan amount: $1,250,000

Term: 12 months

Maturity: August 2017

EAST MELB, VIC

Rate of return:
1st mortgage: 8.75% p.a.
2nd mortgage: 13.5% p.a.

Mortgage: 1st & 2nd mortgage

Total loan amount: $2,000,000

Term: 12 months

Maturity: December 2017

EPPING, VIC

Rate of Return:
1st mortgage: 8.75% p.a.

2nd mortgage: 13.75% p.a.

Mortgage: 1st & 2nd mortgage

Total loan amount: $1,050,000

Term: 12 months

Maturity: November 2017

Ferntree Gully 3

FERNTREE GULLY, VIC

Rate of return:
1st mortgage: 9.0% p.a.
2nd mortgage: 14.0% p.a.

Mortgage: 1st and 2nd mortgage

Total loan amount: $825,000

Term: 9 months

Maturity: July 2017

Secura Ringwood investment

RINGWOOD, VIC

Rate of return: 12.50% p.a.

Mortgage: 2nd mortgage

Total loan amount: $1,125,000

Term: 9 months

Maturity: May 2017